by John Mauldin | Mar 18, 2022 | alerts, Markets/Economy, Mauldin Economics
The Strange Recession we are now entering is strange for another reason beside those I described last week. The last “normal” recession ended in 2009, almost 13 years ago. As with most unpleasant experiences, we don’t put a lot of energy into remembering what it was...
by John Mauldin | Mar 11, 2022 | alerts, Markets/Economy, Mauldin Economics
Back in the good old days, recessions were simply the unpleasant part of the business cycle. Consumer choices, exuberant businesses, and monetary policy would periodically generate growth contractions. We debated the timing, but recessions didn’t come out of the blue....
by John Mauldin | Mar 4, 2022 | alerts, Markets/Economy, Mauldin Economics
“How did you go bankrupt? Two ways. Gradually, then suddenly.” – Ernest Hemingway, The Sun Also Rises Change usually comes slowly. But every now and then, events like Pearl Harbor, September 11th, and COVID-19 come out of nowhere and change everything. We can...
by John Mauldin | Feb 25, 2022 | alerts, Markets/Economy, Mauldin Economics
This week’s news is seemingly all about Ukraine and Russia. It is a terrible situation. But as an economic matter, we still have serious economic challenges no matter how it develops. I’ll have some thoughts on the Ukraine effects at the end of this letter. First I...
by John Mauldin | Feb 18, 2022 | alerts, Markets/Economy, Mauldin Economics
But mouse-friend, you are not alone In proving foresight may be vain: The best-laid schemes of Mice and Men Go oft awry, And leave us only grief and pain, For promised joy! — Robert Burns, “To a Mouse,” English translation How much inflation is okay? People have...
